Josh Gottlieb is a pathfinder with one of the most curious and creative minds in the industry. He’s widely considered a dual expert in the life insurance industry and financial services world. His innovative approach to devising tailored proprietary programs that achieve client objectives has resulted in a national reputation for solving complex wealth management challenges for individuals and their families, as well as for some of the largest companies in the world. For the past 25 years, Randall Smith and Josh Gottlieb have built a strong collaboration through their partnership with First Financial Resources.
One of the most respected producer-owned groups nationally, First Financial Resources’ membership qualification standards are some of the toughest to meet. FFR is comprised of hundreds of top-life insurance agents around the country, qualified for membership based on integrity, historical track records, and yearly production. SKA meets or exceeds their gold standards. And our clients benefit from a deep reservoir of talent and ingenuity between members. Available to us daily are such advantages as an in-house medical director for underwriting, experts on virtually every type of financial instrument market, and the ability to track relevant trends before they become widespread.
The Forum 400 has earned its place as a prestigious national producer group comprised of the best thought leaders in the insurance industry. Membership is by invitation only. SKA Financial Services is a proud member. Forum 400 is best known for its uncensored exchange of emerging trends, competitive intelligence, and innovative client solutions. Its annual meeting is the best one-on-one idea exchange in the industry, owing to its role as the launchpad for some of the most innovative concepts in the life insurance and financial planning services industry.